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RA

Riversedge Advisors Portfolio holdings

AUM $759M
1-Year Est. Return 24.25%
This Fund
S&P 500
This Quarter Est. Return
+13.43%
1 Year Est. Return
+24.25%
3 Year Est. Return
+60.42%
5 Year Est. Return
+51.46%
10 Year Est. Return
–
AUM
$759M
AUM Growth
+$141M
Cap. Flow
+$67.3M
Cap. Flow %
8.87%
Top 10 Hldgs %
55.45%
Holding
328
New
112
Increased
144
Reduced
54
Closed
12

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$17.5M
2
IBIT icon
iShares Bitcoin Trust
IBIT
+$7.15M
3
VTV icon
Vanguard Morningstar Value ETF
VTV
+$4.49M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$2.94M
5
NVDA icon
NVIDIA
NVDA
+$1.19M

Top Sells

Rank Stock Value
1
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$7.25M
2
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$801K
3
FESM icon
Fidelity Enhanced Small Cap Core ETF
FESM
+$421K
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$343K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$292K

Sector Composition

Rank Sector Weight
1 Miscellaneous 74.73%
2 Technology 11.46%
3 Financials 3.17%
4 Consumer Discretionary 2.14%
5 Healthcare 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTV icon
1
Vanguard Morningstar Value ETF
VTV
$192B
$86.4M 11.38%
396,548
+21,512
+6% +$4.49M
IDEV icon
2
iShares Core MSCI International Developed Markets ETF
IDEV
$32.5B
$58.9M 7.76%
661,655
+33,185
+5% +$2.94M
VV icon
3
Vanguard Morningstar Large-Cap ETF
VV
$54.3B
$50.6M 6.66%
147,058
-535
-0.4% -$178K
AAPL icon
4
Apple
AAPL
$4.67T
$44.5M 5.86%
153,766
+61,236
+66% +$17.5M
BND icon
5
Vanguard Total Bond Market
BND
$161B
$41.6M 5.49%
567,270
+12,665
+2% +$929K
SPYG icon
6
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.6B
$38.5M 5.07%
323,310
-7,006
-2% -$801K
SCHF icon
7
Schwab International Equity ETF
SCHF
$69.3B
$30.2M 3.98%
1,090,363
+761
+0.1% +$20.5K
SPYV icon
8
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.8B
$27.7M 3.65%
455,543
-2,844
-0.6% -$170K
VWO icon
9
Vanguard FTSE Emerging Markets ETF
VWO
$127B
$23.4M 3.08%
391,831
+10,065
+3% +$592K
VEA icon
10
Vanguard FTSE Developed Markets ETF
VEA
$238B
$19.2M 2.52%
268,893
-3,532
-1% -$246K
VTEB icon
11
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.6B
$17.7M 2.33%
350,427
+20,296
+6% +$1.02M
VUG icon
12
Vanguard Morningstar Growth ETF
VUG
$228B
$16.2M 2.13%
188,068
+3,316
+2% +$279K
IEFA icon
13
iShares Core MSCI EAFE ETF
IEFA
$195B
$16.2M 2.13%
167,699
-3,035
-2% -$292K
JBND icon
14
JPMorgan Active Bond ETF
JBND
$8.6B
$12M 1.57%
223,369
+1,935
+0.9% +$104K
VIOV icon
15
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.88B
$11.6M 1.53%
98,928
-1,308
-1% -$145K
IJR icon
16
iShares Core S&P Small-Cap ETF
IJR
$110B
$10.2M 1.35%
69,094
+2,016
+3% +$277K
RSP icon
17
Invesco S&P 500 Equal Weight ETF
RSP
$99.5B
$9.21M 1.21%
43,283
+1
+0% +$205
NVDA icon
18
NVIDIA
NVDA
$5.25T
$8.29M 1.09%
41,423
+5,773
+16% +$1.19M
FESM icon
19
Fidelity Enhanced Small Cap Core ETF
FESM
$6.35B
$7.71M 1.02%
159,597
-9,589
-6% -$421K
AVEM icon
20
Avantis Emerging Markets Equity ETF
AVEM
$28B
$7.63M 1%
79,048
-3,723
-4% -$343K
IBIT icon
21
iShares Bitcoin Trust
IBIT
$58.6B
$7.26M 0.96%
218,175
+175,819
+415% +$7.15M
BNDX icon
22
Vanguard Total International Bond ETF
BNDX
$82.5B
$6.69M 0.88%
138,239
+4,177
+3% +$201K
IVLU icon
23
iShares MSCI Intl Value Factor ETF
IVLU
$4.58B
$6.49M 0.86%
155,273
+5,259
+4% +$221K
RAAX icon
24
VanEck Inflation Allocation ETF
RAAX
$1.28B
$6.28M 0.83%
158,232
-1,470
-0.9% -$60.6K
VTWG icon
25
Vanguard Russell 2000 Growth ETF
VTWG
$1.51B
$6.27M 0.83%
21,783
-453
-2% -$121K
1
2 3 4 5

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Riversedge Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Riversedge Advisors held 328 positions worth $759M, up 23% from $618M the previous quarter. Its ten largest holdings account for 55% of the portfolio.

Riversedge Advisors deployed $67.3M of net new capital in Q2 2026, opening 112 new positions and adding to 144 existing holdings. Its largest new stake was Waste Connections: 3,337 shares worth $556K.

By sector, the portfolio is most concentrated in Miscellaneous at 75% of assets, down from 82% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Grayscale Bitcoin Mini Trust ETF, an estimated $7.25M trimmed.

  • Riversedge Advisors's largest Q2 2026 buy was Waste Connections: 3,337 shares worth $556K.
  • Riversedge Advisors added most to Apple in Q2 2026, an estimated $17.5M increase.
  • Riversedge Advisors's biggest Q2 2026 reduction was Grayscale Bitcoin Mini Trust ETF, cutting an estimated $7.25M.
  • Riversedge Advisors fully exited Intuit in Q2 2026, selling an estimated $255K.
  • Riversedge Advisors's ten largest holdings make up 55% of its $759M portfolio in Q2 2026.
  • Riversedge Advisors opened 112 new positions and closed 12 in Q2 2026.
  • Riversedge Advisors's portfolio value rose 23% quarter-over-quarter to $759M.

Based on Riversedge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.